Processing Medicaid Applications

In addition to doing asset protection planning, we also assist our clients in the preparation and submission of Medicaid Applications. This process is very difficult and complicated. Not only does it involve obtaining copies of personal documents (birth and death certificates, marriage licenses, etc.), but also requires the review and submission of all financial information for five years before the date of application. In addition, the process also involves explaining to Medicaid how various financial transactions were handled, where money came from and where it went. All expenditures of more than $2,000 (depending on the county) must be reviewed and explained.